Recording Partial Payments or Deposits (iOS)

Record multiple deposits or partial payments for an invoice. Get paid in instalments or take a deposit before work begins

Written by Soroush Khodaii Updated over a week ago

Recording multiple deposits or partial payments for an invoice is useful when you want to receive payments in instalments or wish to take a deposit before work begins.

If you receive a payment for less than the amount of the invoice, you can quickly apply it to the invoice and Invoice Simple will calculate the balance due. There is no limit to the number of payments you can add for a single invoice.

Here’s how to record a partial payment with Invoice Simple:

Open the relevant invoice.

Scroll to the bottom of the invoice and hit Record payment.

If this is the first payment against the invoice, the Add Payment screen will automatically pop up. If this is not the first payment for the invoice, you will see the Payments screen first and will need to hit the blue “+” button in the bottom right-hand corner to reach the Add Payment screen.

In the Add Payment screen, add the amount paid, the date and method of payment, and any additional notes.

Hit Save.

Your payment will now be saved in the Payments screen. You can refer back to this screen at any time to see exactly what was paid and when. Click on any individual payment to see the details.

Your payments are automatically totaled up and added to the bottom of your invoice in the Paid field. Any outstanding amount will show up in the Due field as usual.

Please note:Record payment replaces the previous Mark Paid option. Use Record payment to either mark an entire invoice as paid or to record partial payments and deposits.

Here is how to mark an invoice as paid with this feature:

Open the relevant invoice.

Scroll to the bottom of the invoice and hit Record payment.

In the Add Payment screen, the balance due amount will be automatically filled out for you. You have the option to edit the date, add the method of payment and any additional notes.

Hit Save.

Your payment will be saved in the Payments screen and the full amount that has been paid will be added to the bottom of your invoice in the Paid field. The balance due on your invoice will be 0.00.

Partial payments is currently only available on Invoice Simple for iOS.